Assistant Vice President, Financial Systems, Planning and Analysis
The Assistant Vice President of Financial Systems, Planning and Analysis (AVP) is a senior leader of the University reporting directly to the Associate Vice President and Chief Financial Officer (CFO). The AVP manages all aspects of strategic forecasting, financial planning and data analysis, and statistical reporting to ensure the efficient and effective stewardship of Marymount's financial resources and to support the progression of the campus toward a data-informed decision-making culture.
MAJOR DUTIES AND RESPONSIBILITIES
- Oversees management and development of university multi-year operating and capital budgets and support operations, including the enhancement of budgeting and position management software systems, to both improve and simplify the budget development and management processes.
- Leads implementation of Adaptive Planning, ensuring appropriate stakeholder adoption and post production support
- Oversees the Financial Manager of Marymount Management Company and Financial Analyst within Marymount University
- Leads integration of institutional research functions and budgeting/planning to leverage analysis and data informed decision making to advance the mission of the university.
- Leads the development and adoption of complex financial models in support of strategic initiatives and advises the CFO and Vice President/Treasurer regarding the efficient and effective deployment of resources to ensure that financial resources are effectively stewarded.
- Leads the development of forward-looking multi-year projections and develops complex analysis to support long range institutional and financial planning.
- Organize and prepare persuasive reports/presentations and analysis for executive leadership, departmental leaders, and cost center managers as needed
- Ensures the effective stewardship of institutional resources by developing accurate financial projections and monitoring financial results and financial outcomes on critical projects and strategic initiatives throughout the fiscal year.
- Develops, in partnership with other offices, a robust financial reporting framework for the University and its operating units that meets the needs of the University, including executive leadership and academic and administrative departmental leaders.
- Provides outreach and support to all levels of administrative staff and divisional leadership on development of financial plans and analyses.
- Creates and oversees cross-functional work groups as necessary to continue progress toward making data-informed decisions.
- Develops and communicates efficient and transparent financial business processes that address departmental needs while also supporting the overall goals and priorities of the University.
- Coordinate efforts between the planning, budgeting, and accounting functions for auxiliary units and the consolidation of all budget submissions for the development of one overall campus budget that includes all funds.
- Required to uphold University integrity and ethical standards, policies and procedures.
- Serves as a process improvement sponsor as necessary and appropriate and enhances and develops effective and efficient business processes.
- Required to maintain University communications standard of respectful, professional and service-oriented written and verbal exchanges in all interactions, at all times.
- Required to work with confidential material and sensitive matters with integrity, diplomacy and discretion.
- Able to work independently on special projects as assigned and perform other duties as assigned.
OTHER DUTIES AND ASSIGNMENTS
- Performs other duties as assigned.
Bachelor’s Degree in related field, preferably accounting, finance or business.
- Leadership experience in higher education
- Experience with enterprise resource management systems
- Minimum of 7-10 years of progressively responsible financial and data analysis, reporting, planning and operational management experience in a complex planning environment.
- Demonstrated experience with development of varied and complex financial and programmatic analyses and reports in support of strategic decision-making.
- Experienced user and developer of financial systems, analytical tools and databases.
- Demonstrated project management and problem-solving skills.
- Outstanding written and verbal communication skills with the ability to effectively convey complex data to a wide array of audiences in a persuasive and relatable manner.
- Ability to work independently on a variety of tasks simultaneously, with or without reasonable accommodation.
- Experience with Workday Finance and/or Adaptive Planning
- Experience in implementing and integrating budget or planning software programs
Licenses or Certifications
None directly, but the University will rely on information prepared by the incumbent in making key strategic and financial decisions.
- Working knowledge of Workday Finance and Workday Adaptive Planning strongly preferred.
- Data visualization software experience such as Tableau is preferred.
- Advanced working knowledge of Microsoft Office is required.
- Writing persuasive analytical and technical reports for a broad array of audiences is required.
SPECIAL WORKING CONDITIONS
Marymount provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.